AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.5B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,522
New
Increased
Reduced
Closed

Top Buys

1
+$52M
2
+$24.6M
3
+$11.7M
4
KSS icon
Kohl's
KSS
+$9.25M
5
APD icon
Air Products & Chemicals
APD
+$5.8M

Top Sells

1
+$90.2M
2
+$14.8M
3
+$8.55M
4
VAR
Varian Medical Systems, Inc.
VAR
+$7.4M
5
RAMP icon
LiveRamp
RAMP
+$7.24M

Sector Composition

1 Technology 12.01%
2 Financials 10.42%
3 Industrials 10.11%
4 Consumer Discretionary 9.1%
5 Healthcare 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$14K ﹤0.01%
185
1002
$14K ﹤0.01%
+292
1003
$14K ﹤0.01%
100
1004
$13K ﹤0.01%
143
1005
$13K ﹤0.01%
103
+3
1006
$13K ﹤0.01%
+1,896
1007
$13K ﹤0.01%
1,500
1008
$13K ﹤0.01%
637
+337
1009
$13K ﹤0.01%
590
1010
$13K ﹤0.01%
3,000
1011
$13K ﹤0.01%
490
-76,370
1012
$13K ﹤0.01%
+1,000
1013
$13K ﹤0.01%
280
1014
$13K ﹤0.01%
766
-208
1015
$13K ﹤0.01%
1,176
1016
$13K ﹤0.01%
738
1017
$13K ﹤0.01%
100
1018
$13K ﹤0.01%
+33
1019
$13K ﹤0.01%
500
1020
$13K ﹤0.01%
200
1021
$12K ﹤0.01%
1,320
1022
$12K ﹤0.01%
116
1023
$12K ﹤0.01%
300
1024
$12K ﹤0.01%
765
1025
$12K ﹤0.01%
344
39 40
41
42 43